+75.2%
STX vs HBM
+31.3%
+43.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | +1.1% |
| 7D | -17.3% | +2.4% | -19.7% | -18.0% |
| 30D | -35.9% | -16.0% | -20.0% | -29.7% |
| 3M | -37.3% | -21.3% | -16.0% | -29.6% |
| 6M | -35.8% | -12.2% | -23.6% | -32.7% |
| YTD | +82.7% | +10.7% | +72.1% | +67.2% |
| All | +75.2% | +31.3% | +43.9% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling